About this role
Position Title: Financial Planning and Analysis Officer
Job Summary
Evaluates and finalizes both the quantitative and qualitative reports being prepared by the department Studies, reviews and recommends new methods that will enhance existing budget processes Role Exposure: Ensures/checks and reviews the completeness, accuracy of formulas in the 3-year pro-forma budget templates prior to distribution to the major business and support units of the bank and its subsidiaries Coordinates with concerned contact persons any matters related to the complete submission of their respective budgets Coordinates/ensures attendance and availability of the members of the Budget Committee and the respective group heads of the concerned business or support unit in the budget review Sees to it that resulting budget adjustments are implemented accordingly, action points duly noted for monitoring and tracking, etc.
Prepares and reviews the necessary materials of the completed budget prior to presentation to the Financial Review Committee (with Board of Directors) Ensures the timely generation of management reports, presentation materials for the monthly Officers Breakfast Meeting (OBM), strategic planning sessions and other reports that may be required from time to time Checks/validates the information provided by the budget analysts re variance explanation of budget gaps versus actual performance Evaluates existing budget procedures and processes; recommends and implements ways of improving them Manages the actual and budget database using Power OLAP and sees to it that the data are updated, accurate and reliable Performs other related functions that may be assigned from time to time
Qualifications
Bachelor’s degree from a college/university majoring in Finance, Accountancy or Business Administration MBA degree or completion of some units is an advantage Preferably a CPA or with experience in financial planning and reporting Exceptional oral and written communication, interpersonal, and leadership skills With experience in developing/preparing strategic papers and high level management reports With experience in strategic thinking, solid problem solving capabilities, results and detail-oriented with superior follow-through capabilities Other Details: Rank: Junior Officer Unit: Financial and Control Sector / Controllership Group / Business Finance Division Location: Metrobank Center BGC Taguig